First Heartland Consultants’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

First Heartland Consultants’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$621K	Buy	10,958 +1,093	+11%	+$63.5K	0.04%	295
2026 Q2	$582K	Buy	9,865 +3,649	+59%	+$216K	0.04%	298
2026 Q1	$370K	Sell	6,216 -1,105	-15%	-$66.2K	0.03%	352
2025 Q4	$439K	Sell	7,321 -2,499	-25%	-$150K	0.03%	321
2025 Q3	$589K	Sell	9,820 -1,044	-10%	-$62.3K	0.05%	254
2025 Q2	$650K	Buy	+10,864	New	+$643K	0.06%	228
2020 Q1	–	Sell	-10,556	Closed	-$696K	–	308
2019 Q4	$696K	Buy	10,556 +28	+0.3%	+$1.86K	0.14%	144
2019 Q3	$702K	Sell	10,528 -144	-1%	-$9.56K	0.15%	132
2019 Q2	$704K	Buy	10,672 +416	+4%	+$26.9K	0.17%	119
2019 Q1	$661K	Buy	10,256 +1,958	+24%	+$125K	0.19%	126
2018 Q4	$527K	Sell	8,298 -16	-0.2%	-$995	0.2%	117
2018 Q3	$516K	Sell	8,314 -398	-5%	-$24.8K	0.16%	130
2018 Q2	$546K	Buy	8,712 +689	+9%	+$43K	0.19%	123
2018 Q1	$505K	Buy	8,023 +756	+10%	+$47.6K	0.15%	151
2017 Q4	$465K	Buy	7,267 +1,435	+25%	+$92.2K	0.14%	163
2017 Q3	$377K	Buy	5,832 +2,006	+52%	+$130K	0.09%	247
2017 Q2	$247K	Buy	+3,826	New	+$248K	0.06%	295

Other funds holding VGIT

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFP

Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

First Heartland Consultants's VGIT Position: Q3 2026 in Review

First Heartland Consultants increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q3 2026, buying an estimated $63.5K and bringing the position to 10,958 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #295.

First Heartland Consultants first reported a position in VGIT in Q2 2017 and has held it in 17 quarters since. The position peaked at $704K in Q2 2019. 58 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

First Heartland Consultants held 10,958 shares of Vanguard Intermediate-Term Treasury ETF worth $621K as of Q3 2026.
First Heartland Consultants bought 1,093 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $63.5K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #295 holding.
First Heartland Consultants first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and has held it in 17 quarters since.
First Heartland Consultants's Vanguard Intermediate-Term Treasury ETF position peaked at $704K in Q2 2019.
58 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.